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Service Portfolio

Our team has many years of experience and can provide a wide range of services.  Below is a list of services we have been paid for as a company.  It does not include skill sets that our team may have acquired at other organizations.  If there is a project that requires a skill set you don't see here please ask anyway.  We can probably handle it, or leveraging our vast network, find someone that can. 

 

  • Execution services, Project / Portfolio management, project coordination

  • Strategic Planning

  • Regular collaboration

  • Technology Upgrades to take advantage of new features or new business opportunities

  • Project Management for any technology change.  Including ERP, CRM, SaaS, Cloud, etc

  • Implementation oversight of new or upgraded services

  • Technology Foundations for new businesses including hardware, software, and services

  • Vendor Selection for new or existing projects

  • Mobile Solutions for customers or employees

  • Security to protect your company's information

  • Staff Development Plans to help your employees grow with your business

  • Telecommunications strategy, negotiation, and guidance

  • Maintenance Service evaluation and recommendations

  • Disaster Recovery strategy and execution

  • Call Center Implementation and Upgrades

  • Plan, direct, and coordinate marketing strategies in accordance to organizational goals.

  • Review and suggest advertising campaigns, marketing reports, vendor contracts and expenditures.

  • Business development

  • Manage graphic desiggners and media productions

  • Assit in branding, market research, customer service and sales management

.,

 

 

  • Lifestyle matter

  • Income Tax Planning and Preparation

  • Investment Planning and Management

  • Estate Planning

  • Wealth Transfer Planning and Gifting

  • Insurance Planning

  • Retirement Cash Flow Planning

  • Employee Benefit Elections

  • Financing of Purchases

  • Private Financial Counseling Sessions

  • Project Management for any technology change.  Including ERP, CRM, SaaS, Cloud, etc

  • Implementation oversight of new or upgraded services

  • Technology Foundations for new businesses including hardware, software, and services

  • Vendor Selection for new or existing projects

  • Mobile Solutions for customers or employees

  • Security to protect your company's information

  • Staff Development Plans to help your employees grow with your business

  • Telecommunications strategy, negotiation, and guidance

  • Maintenance Service evaluation and recommendations

  • Disaster Recovery strategy and execution

  • Call Center Implementation and Upgrades

.,

 

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